Argent Wealth Management Inc.
Argent Wealth Management, Inc. is a Fee-Only Registered Investment Adviser providing comprehensive Wealth Management, Investment Advisory, and Financial Planning services to clients in Texas and nationwide.
Why might Argent Wealth Management, Inc. be the right advisor for you?
- We are Fee-Only and have a fiduciary duty to our clients.
- We offer a range of services (from comprehensive to specific) and fee structures (annual, project, and hourly) to meet the varying needs of our clients.
- We (Scott and Susan) both work with all of our clients. This team approach provides greater depth of analysis and continuity of service. Please see the Advisor links (to the right) for more info about us.
- We believe the simplest solution that accomplishes the objective is usually best. Unnecessary complexity can be both confusing and detrimental to long term plan success.
- We invest a lot of time making sure we understand our clients' needs and our clients' understand our recommendations. In doing so we avoid surprises and build trust.
- We make investment recommendations based on risk tolerance, asset allocation, costs & fees, and tax efficiency (things we can control), not market timing and trying to pick hot stocks / funds (things we can't control). We recommend clients hold their accounts at Vanguard and mostly use index funds to implement their portfolios.
- We coordinate with our clients' othe